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Vaapad Capital
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MINE

Materials

Mayfair Gold Corp.

Current positionSubscribers

No current live-book snapshot for MINE in this environment.

Weight, entry and P&L are read from the reconciled brokerage snapshot with a LIVE/STALE/FALLBACK/SHADOW freshness ribbon. When MINE is an open position in the founder's book, the figures render here for subscribers; otherwise this stays an honest empty state rather than showing fabricated numbers.

Why it moved today

MINE fell -12.02% versus its prior close (last 2.16 vs prior close 2.455) (as of 2026-07-02 00:07 UTC). The market was post at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

  • MINE gives the book Materials exposure — see how that sits in the overall sector mix.Sector allocation
  • MINE has 1 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.Open the Call Ledger

Risks

  • MINE is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.Full risk disclaimer
  • Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.Full disclaimer

Position scorecard

Track recordConvictionMomentumValueQuality
43avg / 100
  • Track record— 100% hit rate over 1 closed call.88
  • Conviction— Based on 8 recorded events.45
  • Momentum— Today -12.02% vs. prior close (single-session).14
  • Value— From 2 valuation multiples (lower = cheaper).40
  • Quality— From 2 profitability / balance-sheet metrics.28

A retrospective, descriptive summary derived from the facts on this page — the founder's own closed calls, recorded conviction, live position P&L and public third-party fundamentals. It is not a rating, price target, or buy/sell signal. Axes marked “n/a” lack sufficient inputs and are shown honestly rather than guessed. Past performance is not a reliable indicator of future results.

Fundamentals

Valuation multiples

Market cap
$145.02M
Enterprise value
$112.71M
P / E (TTM)Price to trailing earnings
—
P / E (fwd)Price to forward earnings
—
P / BPrice to book value
4.32x
P / S (TTM)Price to trailing sales
—
EV / EBITDA
-6.99x
Dividend yield
—

Key financials

Revenue (TTM)
—
Revenue growthYear-over-year
—
Earnings growthYear-over-year
—
Profit margin
0.0%
Return on equity
-45.2%
Debt / equity
—
Free cash flow
-$8.60M
Beta (5y)Volatility vs. market
0.27

Ownership & float

Shares outstanding
67.14M
Public float
47.03M
Institutional held
29.9%
Insider held
19.7%

Third-party market data (Yahoo Finance), for information only — retrospective and descriptive, not investment advice. Values may lag the latest filing. Fetched 01 Jul 26. Any metric the provider did not report is shown as “—” rather than estimated.

The thesis

No public thesis published for MINE yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging MINE goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Conviction history

  1. Trimming27 Feb 26

    Trimmed position

    7,000 @ 0.095 EUR

  2. Exited27 Feb 26

    Exited position

    11,000 @ 0.095 EUR

  3. Trimming11 Nov 25

    Trimmed position

    10,000 @ 0.09 EUR

  4. Adding17 Oct 25

    Added to position

    8,000 @ 0.095 EUR

  5. Adding17 Oct 25

    Added to position

    7,000 @ 0.095 EUR

  6. Adding17 Oct 25

    Added to position

    1,000 @ 0.095 EUR

  7. Adding10 Oct 25

    Added to position

    2,000 @ 0.085 EUR

  8. Building10 Oct 25

    Entered — building position

    10,000 @ 0.08 EUR

MINE on the Call Ledger

ClosedDirEntry → ExitHoldReturn
27 Feb 26LONG0.089 → 0.093 EUR139d+4.82%
See the full Call Ledger →

Field notes mentioning MINE

No field notes mention MINE yet. Browse all field notes →

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.Diese Seite ist eine rückblickende Darstellung einer einzelnen Position im persönlichen Handelskonto des Gründers, abgeglichen mit IBKR Flex — keine Anlageberatung. Frühere Wertentwicklung ist kein verlässlicher Indikator für künftige Ergebnisse.Full disclaimer